SENTINEL TRUST COMPANY - Key Persons
Job Titles:
- Client Relationship Officer / Assistant Vice President
Job Titles:
- Assistant Vice President
- Executive Assistant
Job Titles:
- Chief Financial Officer
- Managing Director
- Shareholder
Job Titles:
- Accounting Manager
- Vice President
Job Titles:
- Director of Tax Planning
- Director of Tax Planning, Senior Relationship Officer, Managing Director, Shareholder
Sentinel Trust Company today announced the appointment of Devangi D. Thakkar, CFA as Vice President, Investment Performance and Reporting Manager, and Foluyinka B. Folowosele, MSA, MBA as Vice President, Accounting Manager to support the company's overall growth.
In this month's video update, Sentinel Trust Senior Vice President, Senior Relationship Officer David L. Zahn, CPA, CFP® and Senior Investment Officer Katherine M. Rose, MBA, CFA discuss frequently asked questions regarding year-end charitable giving and the ways in which clients can optimize their year-end donations.
Job Titles:
- Accounting Manager
- Vice President
- Manager for Our Alternative Assets
Christi serves as Manager for our Alternative Assets team, which includes CPAs and other accounting professionals. In this role, she is responsible for performing accounting functions including preparing monthly and annual financial statements, updating valuations, liaising with outside investment managers, bookkeeping, and assisting auditors responsible for Sentinel Trust's pooled investment vehicles and client investment entities. These entities include family limited partnerships, complex LLCs, and sophisticated investment partnerships.
Job Titles:
- Executive Chairman
- Shareholder
D. Fort Flowers, Jr. founded Sentinel Trust in 1997 as the successor to the Fruehauf and Flowers families' single-family offices. Prior to pursuing a career in finance and portfolio management, Fort was a Design Engineer with Schlumberger. Fort earned his undergraduate degree in Mechanical Engineering from the Georgia Institute of Technology and a Master's degree in Mechanical Engineering from the Massachusetts Institute of Technology.
Fort is currently serving as Executive Chairman of the Board of Sentinel Trust, an independent wealth management firm and multi-family office responsible for more than $5 billion and 30 client-families. He also chairs its Investment Committee. Fort remains very active in the business and with client relationships where his skills and knowledge are additive.
He has served on the boards of multiple private and public businesses in industries ranging from engineering and manufacturing to banking and mining. Fort has spoken extensively on family businesses, succession planning, and governance.
He is active in the community and served as a Trustee of St. John's School, the Texas Presbyterian Foundation, and the Presbyterian Church (USA) Foundation, Inc. He chaired the board of Interfaith Ministries for Greater Houston, was the Texas Regional Board Chair for the MIT Corporation Development Committee, a past President of the Petroleum Club of Houston, and a past Trustee and Chair of the Investment Committee of the Georgia Tech Foundation.
Job Titles:
- Senior Vice President
- Shareholder
- Systems Director
Job Titles:
- Principal
- Shareholder
- Vice Chairman
Job Titles:
- Director of Corporate Relations
- Director of Corporate Relations, Senior Relationship Officer, Managing Director, Shareholder
- Senior Vice President, Senior Relationship Officer
Job Titles:
- Vice President
- Investment Performance and Reporting Manager
- Investment Performance and Reporting Manager, Vice President
Job Titles:
- Associate Portfolio Manager
- Vice President
Job Titles:
- Public Accountants, Member
Job Titles:
- Director of Business Operations
Job Titles:
- General Counsel and Director of Human Resources / Managing Director / Shareholder
Job Titles:
- Managing Director
- Senior Investment Officer
Job Titles:
- Senior Relationship Officer / Vice President
Job Titles:
- Client Relationship Officer / Assistant Vice President
Job Titles:
- President of the Fruehauf Foundation
Lisa F. Prast has been President of The Fruehauf Foundation since 2013. A long-tenured member of the Sentinel Trust Board of Directors, Lisa has collectively served in this role for nearly a decade.
An active leader in her local community of Winter Park, Florida, Lisa has previously served as a member of the Board of Trustees of Trinity Preparatory School. Lisa is also a Board Member Emeritus of Orlando Shakes, a local theatre company founded in partnership with the University of Central Florida.
Lisa earned her undergraduate degree from Denison University and her Master of Business Administration in Finance from the Crummer Graduate School of Business at Rollins College in Orlando, Florida.
Job Titles:
- Chief Executive Officer
- President
Job Titles:
- Senior Operations Associate / Assistant Vice President
Job Titles:
- Client Relationship Officer / Assistant Vice President
Job Titles:
- Vice President
- Senior Investment Performance and Implementation Associate
Job Titles:
- Senior Corporate and Benefits Accountant / Vice President
Job Titles:
- Senior Relationship Officer / Senior Vice President
Job Titles:
- Shareholder
- CFP® of Counsel
Job Titles:
- of Counsel
- Shareholder
- MPA
Job Titles:
- Director of Hedge Funds & Real Assets
Job Titles:
- Senior Operations Manager
- Senior Vice President
Job Titles:
- Director of Business Operations